Phillip Shaw Email & Phone Number
Founder and Wealth Advisor
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Phillip Shaw Location
- Chicago, IL, US
Phillip Shaw Work
- Founder and Wealth Advisor @ August Financial Planning (August 2026 - Present)
- Senior Advisor | CERTIFIED FINANCIAL PLANNER @ (November 2018 - August 2026)
- Director of Operations | Service Advisor @ Money Managers Financial Group (January 2015 - August 2018)
- Financial Associate @ (July 2013 - January 2015)
- President | Director of Special Projects | Housing Director @ Delta Chi Fraternity at Illinois State University (August 2010 - May 2013)
- Branch Intern @ (June 2012 - August 2012)
Phillip Shaw Education
- Illinois State University
Bachelor of Science (B.S.) (Business Management, Organizational Leadership)
2009-2013
Phillip Shaw Skills
- Access
- Analysis
- Budgets
- Certified Financial Planner
- Coaching
- Community Outreach
- Data Analysis
- Event Management
- Event Planning
- Finance
- Financial Analysis
- Fundraising
- Leadership
- Leadership Development
- Management
- Marketing
- Marketing Communications
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Nonprofits
- Organization
- Organizational Development
- Outlook
- PowerPoint
- Program Management
- Project Management
- Project Planning
- Public Relations
- Public Speaking
- Recruiting
- Research
- Retirement Planning
- Sales
- Social Media Marketing
- Social Networking
- Strategic Planning
- Tax Planning
- Team Building
- Team Leadership
- Teamwork
- Time Management
- Training
- Social Media
Phillip Shaw Summary
- Phillip Shaw, based in Chicago, IL, US, is currently a Founder and Wealth Advisor at August Financial Planning. Phillip Shaw brings experience from previous roles at Goldstone Financial Group, Money Managers Financial Group, Thrivent Financial and Delta Chi Fraternity at Illinois State University. Phillip Shaw holds a 2009 - 2013 Bachelor of Science (B.S.) in Business Management, Organizational Leadership @ Illinois State University. With a robust skill set that includes Access, Analysis, Budgets, Certified Financial Planner, Coaching and more. Phillip Shaw has 2 emails and 4 mobile phone numbers on RocketReach.
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